Marshall Wace
SMFG icon

Marshall Wace’s Sumitomo Mitsui Financial SMFG Stock Holding History

Marshall Wace’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,735
Closed -$370K – 3691
2026
Q1 		$370K Sell
18,735
-57,417
-75% -$1.21M ﹤0.01% 2586
2025
Q4 		$1.47M Buy
76,152
+53,666
+239% +$930K ﹤0.01% 1738
2025
Q3 		$376K Buy
+22,486
New +$360K ﹤0.01% 2341
2024
Q4 		– Sell
-18,592
Closed -$235K – 2974
2024
Q3 		$235K Buy
+18,592
New +$246K ﹤0.01% 2244
2023
Q4 		– Sell
-14,147
Closed -$139K – 2581
2023
Q3 		$139K Sell
14,147
-1,275,034
-99% -$11.8M ﹤0.01% 2017
2023
Q2 		$11.1M Sell
1,289,181
-2,314,600
-64% -$19.1M 0.02% 687
2023
Q1 		$28.8M Buy
3,603,781
+2,309,306
+178% +$19.5M 0.06% 338
2022
Q4 		$10.4M Sell
1,294,475
-399,394
-24% -$2.54M 0.02% 772
2022
Q3 		$9.31M Buy
+1,693,869
New +$10.2M 0.02% 942
2022
Q2 		– Sell
-159,775
Closed -$1M – 3814
2022
Q1 		$1M Buy
+159,775
New +$1.14M ﹤0.01% 2454
2020
Q1 		– Sell
-10,177
Closed -$75K – 2025
2019
Q4 		$75K Buy
+10,177
New +$73.2K ﹤0.01% 1500
2019
Q2 		– Sell
-296,306
Closed -$2.08M – 1800
2019
Q1 		$2.08M Sell
296,306
-887,420
-75% -$6.35M 0.02% 723
2018
Q4 		$7.71M Buy
+1,183,726
New +$8.84M 0.08% 315

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace's SMFG Position: Q2 2026 in Review

Marshall Wace sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 18,735 shares — an estimated $370K sold.

Marshall Wace first reported a position in SMFG in Q4 2018 and held it in 13 quarters. The position peaked at $28.8M in Q1 2023. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Marshall Wace reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 18,735 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $370K.
  • Marshall Wace first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 13 quarters.
  • Marshall Wace's Sumitomo Mitsui Financial position peaked at $28.8M in Q1 2023.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.